Free Market Investment Analysis

• Have you ever questioned the amount of risk in your portfolio? 
  
• Have you ever been shown the proper way to measure diversification? 
• If you own Mutual Funds, do you know the average yearly turnover, meaning the buying and selling inside those funds are? 
  
• Has anyone ever calculated the hidden internal costs in your investment portfolio? 
  
• Do you know what the expected historic rate of return is for the mix of assets you now possess? 
  
• How about the historic worse case scenario, that you could lose, over a two or three year market crash? 
  

      Questions like these and others are a must answer for you to ever have any hope of true financial peace of mind. 

MRI VS X-RAY 

      In the financial planning community pulling Morningstar Reports is way of analyzing mutual funds is a common occurrence.  It is usually taken as the final determinate on whether or not your funds should be held onto or most of the time recommended that they be sold.  

      The Morningstar approach to analyzing mutual funds fails to answer any of the above questions. 

      The Free Market Investment Analysis versus the Morningstar approach to analyzing your portfolio is just like the difference between an MRI versus a X-ray.  The Free Market Investment Analysis will not only access your true risk and show you where you fall on the Nobel prize winning Markowicz Efficient Frontier it will also show you what your true hidden costs are inside of your portfolio. 

      Many times through this analysis investors can not only lower their risk while at the same time improving their returns but also reduce their fees and expenses in the process.  Through our coaching we will also look at one of the most overlooked items regarding the makeup of your investment portfolio and that is the tax consequences.   

      They say a picture is worth a thousand words and when you see a realistic picture of your current portfolio as it falls on the Markowicz Efficient Frontier it may very well be the first time that you have ever truly seen where your portfolio actually stands.

The process begins here. Investor Awareness Guide